“The two APIs empower the world’s leading asset managers, wealth mangers, and insurers augment the capabilities of their star performers and bring a consistently high-quality, personalized experience to their clients,” ForwardLane CEO Nathan Stevenson said in a statement. “It ties humans with machines for exciting new solutions.”

The two API frameworks are Personalized Insights and Expert Conversation. Personalized Insights helps professionals working in advisory, sales, and distribution automate and augment the research and preparation process ahead of client meetings. The API leverages natural language processing to read client profile information and complies configurable human business data with commentary. This provides “high-touch customization” for all of an asset manager’s clients while giving professionals a prioritized client list, and guidance on which research content to share and why.

Expert Conversation is designed for institutional finance and enables on-demand access to company and market intelligence. Financial professionals and individual investors can use the technology to query the firm about how market-related issues and the company’s investment strategies can affect their portfolios.

Headquartered in New York City, ForwardLane demonstrated its cognitive productivity solution for wealth management at FinovateSpring 2016. The company’s technology combines “massively scalable” machine intelligence with institutional-grade risk analytics supported by more than 14 years of actionable investment insights derived from the company’s data aggregation platform. The result is a system for RIAs, IFAs, family offices, and other wealth managers that learns over time, providing the kind of “personalization at scale” that has enabled users to boost client loads up to 3x.